For Milwaukee properties, it is not always enough to simply create a Portfolio Manager account. The property may also need to be connected and shared in a specific way so the City can access the required benchmarking information.
This usually means making sure:
the correct property is already set up in Portfolio Manager,
the building has the right Milwaukee identifier attached,
the property is shared correctly,
any additional Milwaukee workflow can be completed afterward.
It helps to have the following ready:
an active ENERGY STAR Portfolio Manager account
the correct property already added
basic utility data entered or underway
your Milwaukee benchmarking building ID, if provided
any notice or communication you received from the City
If you are unsure whether you have the right building ID or whether your building is covered, Evergreen can help review that before you move further.
Before doing anything Milwaukee-specific, make sure your building has already been created in Portfolio Manager and that the main building details have been entered.
Milwaukee may require your property record to include a city-specific building identifier. This helps connect the correct building to the City’s benchmarking workflow.
If you received a notice from the City, keep that information nearby before starting this step.
Milwaukee’s reporting process may require more than simply adding a contact. The property may need to be shared using the correct connection and sharing pathway so the City can access the benchmarking record properly.
This is a good step to handle carefully, since using the wrong sharing method can create delays.
After the sharing step is completed, confirm that the connection request or property share has gone through successfully. If something does not look right, it is better to pause and verify the setup before assuming the reporting path is complete.
Once the property is set up and shared properly, the next step may involve Milwaukee’s additional reporting workflow or platform connection.
This is typically the point where Evergreen can help make sure the property is moving through the correct path.
Milwaukee’s setup is a little more specific than a basic Portfolio Manager workflow. A building can appear to be set up correctly but still run into problems if the city identifier, sharing process, or connection path is not handled the right way.
That is why many clients prefer to complete the basic front-end steps and then have Evergreen review everything before moving further.
A few issues can slow the process down:
sharing the wrong property
missing the Milwaukee building ID
assuming account connection alone completes reporting
using the wrong sharing or access method
moving forward before the property setup is fully ready
A little review at this stage can prevent a lot of backtracking later.
After Milwaukee setup is underway, the next step may depend on where your property stands in the reporting process. Some buildings may only need a final review, while others may still need help with utility data, city coordination, or submission readiness.